Question: I’m stuck trying to set up Zoho territories setup and assigning based on Geographic Locations at the Leads Level in Zoho. I am a single user and need to sort and prospect the leads based on their geographic location. I am in Melbourne, Australia and Propose to set up 5 Regional territories and 7 metropolitan territories. What is your advice for the simplest way to set up regions and territories in Zoho so I can prospect efficiently?
Answer: The client asked for this to be answered privately. If you’ve got a similar question and need paid advice, get in touch.
Further details of question I was originally looking for a developer to create a Microsoft Access Data Base to record site records for field inspections but wanted to know if any apps could do the below. Each Field Site item with have: Location description Location details Provide for linking to site maps Allow for 100 …
Question: I have started a TypeForm but am stuck on: Adding Dates and Address questions Stripe integration w/ pricing based on which airport and zip code traveling to or from (use TypeForm calculator) to assign pricing Making sure the customer gets an email and text receipt after payment Making the form more user friendly, I …
Further details of question: We would like to put our current finance application form online and built as we are current zoho one clients and have access to the whole suite of zoho to including Zoho Crm however the zoho creator solution for portals can be very expensive for us due to the way they charge …
Further Details: I’m interested in getting some help picking the best business management software for my business. We currently have a system in place, but it’s not filling the role as well as we had hoped. We do school portraits (along with some other types of photography) and currently work with around 50 schools in …
Zoho help needed for mapping CRM territories
Question: I’m stuck trying to set up Zoho territories setup and assigning based on Geographic Locations at the Leads Level in Zoho. I am a single user and need to sort and prospect the leads based on their geographic location. I am in Melbourne, Australia and Propose to set up 5 Regional territories and 7 metropolitan territories. What is your advice for the simplest way to set up regions and territories in Zoho so I can prospect efficiently?
Answer: The client asked for this to be answered privately. If you’ve got a similar question and need paid advice, get in touch.
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